Family Management’s American Tower AMT Stock Holding History

Family Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,235	Closed	-$244K	–	179
2024 Q1	$244K	Sell	1,235 -1,516	-55%	-$302K	0.05%	132
2023 Q4	$594K	Sell	2,751 -14,739	-84%	-$2.79M	0.12%	83
2023 Q3	$2.88M	Sell	17,490 -131	-0.7%	-$23.9K	0.66%	35
2023 Q2	$3.42M	Sell	17,621 -230	-1%	-$45K	0.75%	32
2023 Q1	$3.65M	Sell	17,851 -355	-2%	-$74.5K	0.84%	31
2022 Q4	$3.86M	Sell	18,206 -869	-5%	-$181K	0.94%	29
2022 Q3	$4.09M	Sell	19,075 -3,162	-14%	-$812K	1.1%	27
2022 Q2	$5.68M	Buy	22,237 +2,086	+10%	+$523K	1.62%	19
2022 Q1	$5.06M	Buy	20,151 +3,092	+18%	+$754K	1.4%	21
2021 Q4	$4.99M	Buy	17,059 +240	+1%	+$65.6K	1.3%	23
2021 Q3	$4.46M	Sell	16,819 -45	-0.3%	-$12.8K	1.23%	25
2021 Q2	$4.56M	Buy	16,864 +1,609	+11%	+$410K	1.21%	24
2021 Q1	$3.65M	Buy	15,255 +653	+4%	+$145K	1.15%	27
2020 Q4	$3.28M	Buy	14,602 +1,195	+9%	+$278K	1.13%	35
2020 Q3	$3.24M	Buy	13,407 +921	+7%	+$234K	1.42%	21
2020 Q2	$3.23M	Buy	+12,486	New	+$3.09M	1.32%	20

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return